About the Sandy Springs Team
Welcome to the Sandy Springs Team, where we help clients navigate the dynamics of their relationship with money. Behavioral Wealth Management combines traditional wealth management with insights from behavioral science. Our interdisciplinary team of Financial Advisors and Behavioral Wealth Specialists assists clients with the pursuit of their financial goals. While our Financial Advisors focus on the "how", the Behavioral Wealth Specialists explore the "why" behind financial decisions, uncovering money beliefs and clearing subconscious roadblocks to wealth building. We believe our clients love knowing that people care about them beyond just their money. If you're looking for genuine support that wants to see you grow in overall life satisfaction, not just your net worth, don't hesitate to reach out!
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Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
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Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.